Partner Zone

allocation of bank transactions

kefa
Experienced User
32 Posts
Experienced User
Experienced User

32Posts

3Kudos

1Solutions

allocation of bank transactions

Hi again. Still waiting for a response to my previous post. This time I am having problems with the bank transactions. Since the upgrade the system does not automatically recognise and allocate payments against invoices This means that I have to manually go into invoices and create a payment. When this happens I then go back to the transactions and it will say "possible match found". Then I can allocate the payment. However, this morning when I go to allocate the invoice to the transaction, the invoices won't even show up. I go to invoices and they are there. I go back to bank transactions and to "allocate" and threy won't come up.

As for the "bank feed" "Calculated balance" and "Bank feed" balance, these have been all over the place since the upgrade, not making any sense at all.

Pleazse help

Kefa

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